PERSONAL   |   BUSINESS

Customized Estate Planning with a complete plan all documents included full service support

Create a personalized estate plan tailored to your unique needs, including all essential documents such as a Will, Living Trust, Power of Attorney, and more. With Gentreo, you’ll also get everything you need to protect and prepare your family, including a digital vault, unlimited updates, Life Milestones™, and more.

AARP
Consumer Reports

Is estate planning for me?

Make sure you don’t leave a giant mess behind for your loved ones. Estate planning doesn’t just happen after you die; it’s a lifelong process and Gentreo is with you every step of the way.

Express your wishes. Protect your loved ones. Eliminate uncertainty.

Benefits of Estate Planning

Gentreo is the personalized, next-generation estate planning solution that brings together everything you need to create and manage your estate plan.

Peace of Mind

Protect Your Dependents

Protect Your Choices

Keep Your Plan
Up-to-Date

Prepare Your Family

What's Included?

Everything you need in one place, when you need it most. Control who has bank-encrypted, secure access to your information, documents, and choices.

Gentreo is a full-service digital estate planning solution and has been cited for excellence by U.S. News & World Report, AARP and Kiplinger.

Gentreo means "Three Generations" – we're here to help you protect your children, yourself, and your aging parents with estate planning.

Gentreo is a member of the Massachusetts Caregiver coalition. This innovative team of leading employers, advocates, and government partners are committed to recognizing, supporting, and building creative solutions that allow family caregivers to continue to thrive in the workplace while also caring for family at home.